SLMCX vs. ARTKX
Compare and contrast key facts about Columbia Seligman Technology and Information Fund (SLMCX) and Artisan International Value Fund (ARTKX).
SLMCX is managed by Columbia Threadneedle. It was launched on Jun 22, 1983. ARTKX is managed by Artisan Partners Funds. It was launched on Sep 23, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLMCX or ARTKX.
Performance
SLMCX vs. ARTKX - Performance Comparison
Returns By Period
In the year-to-date period, SLMCX achieves a 21.26% return, which is significantly higher than ARTKX's 8.43% return. Over the past 10 years, SLMCX has outperformed ARTKX with an annualized return of 8.46%, while ARTKX has yielded a comparatively lower 7.66% annualized return.
SLMCX
21.26%
2.14%
9.32%
25.56%
9.66%
8.46%
ARTKX
8.43%
-4.09%
-0.42%
13.82%
10.35%
7.66%
Key characteristics
SLMCX | ARTKX | |
---|---|---|
Sharpe Ratio | 1.25 | 1.55 |
Sortino Ratio | 1.73 | 2.16 |
Omega Ratio | 1.23 | 1.27 |
Calmar Ratio | 0.98 | 2.34 |
Martin Ratio | 6.36 | 8.00 |
Ulcer Index | 3.96% | 1.80% |
Daily Std Dev | 20.20% | 9.25% |
Max Drawdown | -86.89% | -51.94% |
Current Drawdown | -4.80% | -6.08% |
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SLMCX vs. ARTKX - Expense Ratio Comparison
SLMCX has a 1.17% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Correlation
The correlation between SLMCX and ARTKX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
SLMCX vs. ARTKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and Artisan International Value Fund (ARTKX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SLMCX vs. ARTKX - Dividend Comparison
SLMCX has not paid dividends to shareholders, while ARTKX's dividend yield for the trailing twelve months is around 1.79%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Columbia Seligman Technology and Information Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Artisan International Value Fund | 1.79% | 1.03% | 0.45% | 2.54% | 0.22% | 1.39% | 1.18% | 1.05% | 0.80% | 0.87% | 1.60% | 1.71% |
Drawdowns
SLMCX vs. ARTKX - Drawdown Comparison
The maximum SLMCX drawdown since its inception was -86.89%, which is greater than ARTKX's maximum drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for SLMCX and ARTKX. For additional features, visit the drawdowns tool.
Volatility
SLMCX vs. ARTKX - Volatility Comparison
Columbia Seligman Technology and Information Fund (SLMCX) has a higher volatility of 5.23% compared to Artisan International Value Fund (ARTKX) at 2.78%. This indicates that SLMCX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.